Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
'Late Stage' College Planning
By Marie SwiftAdvisors don't need to be reminded how much of an expenditure paying for college has become for their clients. We've all seen examples of how...
January 01, 2007
Next Financial Finds Its 'Knight'Next Financial Group of Houston has been on a tear in recent years and begins 2007 with nearly 800 advisors and a new president --...
January 01, 2007
The ResolutionWith one hand on my heart and my browser aimed directly at Travelocity.com, I hereby declare that my 2007 New Year's Resolution is (drum roll,...
January 01, 2007
When to Let GoAn advisor recently made an innocent online inquiry into the best way to release unprofitable clients. Immediately, the advisor was hammered by a slew of...
January 01, 2007
Poster BoyBack in 2002, Bill Van Law was a disillusioned wirehouse veteran, looking to explore the independent sector. At an interview with Raymond James & Associates,...
January 01, 2007
Living in an LPL WorldIf there is a place worth flying to for lunch from New York City -- and on Election Day no less -- it is probably...
January 01, 2007
SSgA Launches Japan ETFsOver the past year, Japanese stocks have lagged most countries in the Pan-Asia basin. But that hasn't stopped State Street Global Advisors (SSgA) from launching...
January 01, 2007
Prosperity Strategy 2008Forget about 2007. It's mostly too late to do anything about it. Instead, let's implement a strategy now that will pay off big in 2008. A...